You choose an accountant from a shortlist, and that person works only on your firm's files, in your own software. The monthly price runs from $1,800 to $6,500.
A dedicated accountant works down your checklists the way your own staff would. We assign every accountant to a single firm, so no other firm's deadlines compete for their time in March. Their working hours overlap with the US business day, and over time they get to know your clients. They can take any of our outsourced accounting services, such as tax preparation, bookkeeping, accounts payable or accounts receivable.
1065s for March 15, 1040s for April 15, and 1120 and 1120-S returns, each prepared in your tax software along with its workpapers and checked against last year's return.
Bank reconciliations and month-end entries, run through your close checklist. Payroll, vendor bills and receivables are worked in the systems your clients use, like Gusto or BILL.
Lead schedules, tie-outs and PBC tracking in your audit workpapers, while the judgment calls and the report remain with your engagement team. Sales-tax returns reach you ready for review.
A dedicated accountant can be on live files three weeks after the first call. You interview two or three accountants we shortlist, and the one you pick learns your software and checklists before live work starts. The full timeline is on how it works.
Your team decides which files go to your accountant, who works them in your software. Before anything comes back to you, every return has been matched to its source documents and to last year's return. Our US-based manager reviews your accountant's work each week. The final review stays with your reviewers, and your licensed staff sign and file. We don't contact your clients. How client data is protected is on the security page.
A dedicated accountant costs $1,800 to $6,500 a month. The work you hand off and how complex it is decide where your accountant falls in that range. It will probably cost less than hiring the same person in the US. Both models are on the pricing page. The contract term and notice period are [contract terms].
A dedicated offshore accounting team can grow one seat at a time. One regional CPA firm began with two or three people and added each new seat only after the previous one had proven itself on the firm's files. Over several seasons the team reached 12 people with no local hires, and return volume tripled. Read the regional firm's case study.
Tell us before the season and we'll add dedicated accountants for it. Setup takes three weeks from the first call, so for returns in February, ask by early January. After April 15 you can take the team back down, or keep it until October 15 if your extension list runs long. Notice periods and minimums are [contract terms].
Workpapers and review notes are already in your software, because that's where the work was done. The departing accountant's access is revoked within 24 hours. We assign a replacement and walk them through your checklists and the files in progress before they pick up where the last person stopped. The timing and handover terms are [replacement terms].
An accountant outside the US who works for one firm only. With us, the accountant you choose is assigned to your firm and stays on your files, using your software and your checklists. Our US-based manager reviews their work each week, and your own reviewers do the final review.
We shortlist two or three accountants for your firm, and you choose one of them. Within a day of the first call you get a written scope, and then a recorded intro from each accountant on the shortlist. You interview whichever of them you want to meet, and the person you pick is assigned to your firm alone.
No. Each of our accountants is assigned to one firm, so the person you choose works only on your files. They sign in to your software under their own named user, which means your firm decides what they can access and can turn that access off at any time.
